The Social Adviser

More Profit, Purpose, Fun!

Digitising Your New Client Engagement

ONLINE • 2 DAY WORKSHOP

What if in 2019 you were able to make some simple changes that:

  • Increased your success with new clients
  • Reduced yours and your team’s time commitment to onboarding new clients
  • Increased the perceived relationship touch points
  • Increased your referral rate from new clients
  • Reduced client attrition
  • Reduced fee sensitivity

WORKSHOP OVERVIEW

This highly hands-on module will have you reviewing and renewing every element of your new client process with a focus on congruence, personality branding, value expression, removal of cognitive dissonance and digitisation of the process. Not only will you create a far more engaging experience for new clients, it will also become a far more efficient element of your business systems.

With a focus on your clients and what they’re experiencing, from onboarding to fee changes and communication, you’ll take away time-saving tools for designing systems that free you and your clients, minimizing your ‘time to serve’. You’ll be able to newly engage your clients through the use of technology and the ability to explain your value to your clients and help them understand exactly what it is that you do for them in new and profoundly resonant ways. We’ll use your current plans, process, and data as a starting point to determine what your plan of action will be. You’ll begin to truly understand that this isn’t a one-time thing and that you and your business should be constantly evolving.

This process has consistently improved participants onboarding success, referral rates, ongoing client satisfaction and desensitisation to fee pressure. In summary, you’ll do far more for new clients, in a far more effective and compelling way.

THE BUSINESS ROI

When you are considering making an investment, it’s normal to want to know the return on investment (ROI). So let’s get the uninteresting question out of the way…

“Will these two days be a good financial investment?” Really the question should be, can you afford not to!

The simple answer is this – as long as you put in the effort and follow the steps, your newfound knowledge and skills will more than pay for itself financially within the first year, many times over. But like anything we do, we offer a simple guarantee, we know what we do is of extreme value and if you attend the workshop days and disagree, just tell us and we will we will solve it or give you your money back.

Your happiness and your results are our business plan.

WHO SHOULD COME?

We consider this event essential for anyone who leads an Advice or Service Firm or who wishes to. You cannot make business decisions in a digital and connected world without the right perspective and understanding to do so.

This module is also highly recommended as training and support material for operations, marketing or support team members within Advice firms who are tasked with the responsibility of integrating social media into a business. (Note that it is our strong opinion that this would have a significantly smaller effect without having the leader of the business also attend.)

HOW DO I ACCESS MORE?

We have programs that cover almost every aspect of creating profound leverage within an Advice or Services Firm. The material, process, content, tools, and resources are not borrowed from any external sources and can not be found anywhere else in the world.

Much of our material and services are reserved for our Resonance Community Members. Should you wish to have access to all of our modules, resources, masterminds, coaching programs and to become a member of our community of Advice firm owners, contact us to find out more.

Members gain access to our full suite of resources for a very nominal membership fee, however, membership is by application as we consider interpersonal fit to be the powerful driving factor of our very real accelerator programs.

WHAT IS OUR OBJECTIVE?

Our objective is to empower the Advice and Services Firm Leaders of the future. Our goal is not to give you cookie-cutter solutions but rather to enable you to reinvent better business your way.

We seek to create change through leadership by example. By empowering you, we empower your clients, and through your radical success, we help to reshape the future of Advice and Service in a new connected age.

We simply ask that you do not measure us by what you may have in the past experienced in this space. We dream bigger, push harder, make more mistakes and learn lessons others would be too scared to consider.

Already a Resonance member? Would you like to bring someone else with you? Get in touch and we'll send you the details on how you can bring a guest for FREE.

Want ongoing access to all of our workshops, strategy days and masterclasses? Want to accelerate every aspect of your business? Apply to join our Resonance Community.